William Blair & Company’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

William Blair & Company’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$629	Hold	10	–	–	﹤0.01%	1914
2025 Q4	$616	Hold	10	–	–	﹤0.01%	1858
2025 Q3	$574	Hold	10	–	–	﹤0.01%	1836
2025 Q2	$472	Hold	10	–	–	﹤0.01%	1818
2025 Q1	$411	Buy	+10	New	+$399	﹤0.01%	1795

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

William Blair & Company's GDE Position: Q1 2026 in Review

William Blair & Company held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q1 2026 at 10 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

William Blair & Company first reported a position in GDE in Q1 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

William Blair & Company held 10 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $629 as of Q1 2026.
William Blair & Company left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q1 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1914 holding.
William Blair & Company first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.